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Form of work
SalaryOur client is an established firm of chartered accountants and tax advisors. They advise both UK corporates and individuals on bespoke tax solutions and provide tax dispute resolution services & professional trustee services. The firm now seeks to appoint a Trust Advisor to manage and develop an existing portfolio of trusts.
As Trust Advisor, you will:
- Manage a portfolio of employee and family trusts
- Complete trust accounts and related tax returns
- Ensure that TRS/CRS/FATCA requirements are met
- Prepare trustee documents
- Liaise with beneficiaries, property managers, investment managers and financial advisors
- Manage private client matters
- Advise on Inheritance Tax and Capital Gains Tax
- Assist with related planning aspects and opportunities
- Ensure adherence to all compliance and legislative requirements
- Contribute to the growth of the practice
- Liaise with staff in both the Newcastle and London office and other professional advisors
As Trust Advisor, you will need:
- Knowledge of various types of trust and trust structures
- At least 3 years’ experience in a similar role
- A comprehensive knowledge of trust management requirements, e.g. trustee fiduciary duties and compliance
- TEP/ACA/ACCA/ATT/CTA or legal qualification (preferred)
Salary & Benefits:
- £45k
- Comprehensive benefits package
